Given the strong performance in 2023 and the strong 2024 we’re having, it’s reasonable to worry that markets might retreat.

What do presidential elections means for your portfolio? Should you change your investing strategy based on who wins?

Markets have rallied strongly in 2024, largely on hopes of lower interest rates.

Now that the Fed has finally cut rates, it’s likely that traders will turn their attention to other factors.

Markets notched big gains in August, and traders decided to cash in some profits, which drove prices lower.

It’s been a wild August for markets.

It’s official. The bear market is behind us.

Is a new recession warning flashing?

Simply put, a buyout is a form of compensation (or compensation packages) designed to incentivize employees to retire ahead of schedule. A buyout, or voluntary early retirement package, may sound somewhat attractive. But, what if your employer approaches you, or your spouse, with an early retirement buyout option? Do you take it? This article will walk you through the right questions to ask in order to help you decide your next move.

Have you ever lost or quit a job? Perhaps you worked for a company that was taken over by another company? Or maybe you’re approaching a long-awaited retirement? Odds are, if you can answer yes to any of these, you’ve experienced the need to roll over an old retirement plan. What exactly does this mean? We’ll break it all down in this blog.

When it comes to rolling over a retirement plan, misconceptions abound. Regardless of which one(s) you leverage, if you put contributions in, eventually you’re going to get funds out. It’s how you move those funds that determines the tax implications. So as financial advisors, we’re here to bust five myths we hear all the time regarding rollovers.